Filed April 29, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $269,923 |
GORDON FEINBLATT LLC4 years Service code 29 · EIN 52-0627715 | Legal | $99,014 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 13 · EIN 25-1211909 | Contract Administrator | $26,168 |
DLA PIPER1 year Filed as: DLA PIPER LLP (US) Service code 29 · EIN 52-0616490 | Legal | $19,877 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $10,556 |
Filed as: SC&H ATTEST SERVICES PC Service code 10 · EIN 52-1743645 | Accounting | $7,100 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $346,414-100.0% | $336,625-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 53.3%-53.3pp | 51.5%-51.5pp | 47.4%-47.4pp |
| Annual return | 8.94% | 10.29%-1.4pp | 10.36%-1.4pp | 12.16%-3.2pp |
| Employer contribution / active EE | $0 | $54,462-100.0% | $52,561-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $75-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $7,619-100.0% | $7,349-100.0% | $17,640-100.0% |